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Technology Stocks : Compaq
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To: Andreas who wrote (90298)3/15/2001 10:33:36 PM
From: kaka  Read Replies (1) of 97611
 
Andreas,

What I find interesting is that now Capellas will be "much more agressive" on pricing. Wasn't just a few weeks ago that he told the public that CPQ would never sacrifice margins and fundamentals just for market share? He did this clearly as a rib to DELL who earlier said just the opposite. The present economic climate didn't just happen last month. I think CPQ is in deep kaka.

Kaka
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